Overview

Your clients are not cattle!

We are client first, fiduciary practice.

Fulcrum Wealth Advisors is a Hybrid-RIA firm seeking to transform the way financial services are delivered to the consumer. The client experience in the “big-box” model banking system lacks clarity and is rife with conflicts of interest. Our Mission is to help protect, preserve, and grow family wealth as it pertains to our clients’ individual goals, dreams, and legacy.

We are looking to grow in the Pacific Northwest and are interested in finding practices and personnel that are relationship and planning driven. We seeking partnerships with other advisors who have a proven track record of delivering a high touch experience to their clients.

Top Priorities:
• Finding sellers who wish to transition over a few years and will work to make sure that their client's service expectations are being met.
• Finding a Merge partner with similar value systems who are still seeking to grow a business.

How we help you transition your practice:
We will work with you to develop a game plan that will allow your clients to feel empowered during the transition process. It is important that our service model and your match so that the client's experience feels seamless.

We are also seeking captive wire-house individuals who are interested in moving to the independent space but may be afraid to go it alone.

We appreciate your inquiry. (WE ARE WRITING CHECKS!!!!!!!!!!!!!!!)

Market
Advisor/RIA
Member Level
Chalice
Last Activity
2 weeks

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